Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Vanguard and Virtus Top Two Lists Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, February 26, 2021

Vanguard and Virtus Top Two Lists

News summary by MFWire's editors

The folks at Vanguard, Virtus, and Manning and Napier may be breaking out the champagne this week on their virtual happy hours.

Mortimer J. "Tim" Buckley
Vanguard
President, CEO
Vanguard and Virtus are the top two active fund firms for both five-year and ten-year performance, according to the Barron's team, while Manning tops the Best Fund Families of 2020 list, which was released last weekend. PGIM, Morgan Stanley IM, Virtus, Guggenheim, and Delaware led the sub-lists in different asset classes.

The ranking excludes passive funds and active boutiques that don't cover enough categories. Firms' rankings are derived from their funds' relative rankings against their own Refinitiv Lipper categories, and a firm's individual funds' rankings are weighted based on their size within that firm's assets in that category. (In other words, a firm's biggest fixed income funds count more than its smallest.)

For the 10-year rankings, the rest of the top ten list (after Vanguard in first and Virtus in 2nd) includes: Putnam in third, T. Rowe Price in fourth, Pimco in fifth, MFS in sixth, Hartford in seventh, BlackRock in eighth, Nuveen in ninth, and Columbia Threadneedle in tenth.

For the five-year rankings, the rest of the top ten list includes: Pimco in third, Lord Abbett in fourth, Fidelity in fifth, MFS in sixth, T. Rowe in seventh, BlackRock in eighth, Columbia Threadneedle in ninth, and PGIM in tenth.

For the one-year rankings, the rest of the top ten list includes: Guggenheim in second, Vanguard in third, Fidelity in fourth, Morgan Stanley in fifth, Transamerica in sixth, Lord Abbett in seventh, Brinker in eighth, American Century in ninth, and Columbia Threadneedle in tenth. 

Edited by: Neil Anderson, Managing Editor


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


    Sorry, no records in the database matched your search parameters. Clich back and try again.



  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use